2023 Form 5500 filing — Local Union No. 124 I. B. E. W Vacation And Holiday Trust Fund

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250612105207NAL0016458145001) for Local Union No. 124 I. B. E. W Vacation And Holiday Trust Fund, reported by Ibew-124 Vacation And Holiday Trust under EIN 43-0909522 and plan number 503. It reports 2,654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$629.1KReported net assets$629,084
Participants2.7K2,654
Provider compensation$105K6 Schedule C row(s)$104,958
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250612105207NAL0016458145001
Plan sponsor
Ibew-124 Vacation And Holiday Trust
EIN
43-0909522
Plan number
503
Location
Kansas City, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$629.1KLiabilities$13.2M
Money in vs. money out
Total income / additions$15.5M
Total expenses$15.1M
Benefits paid / distributions$15M
Contributions
Employer$15.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$13,848,688
Total liabilities (EOY)
$13,219,604
Net assets (EOY)
$629,084
Employer contributions
$15,112,537
Total income / additions
$15,507,168
Benefits paid
$15,003,648
Administrative expenses
$112,196
Total expenses
$15,115,844
Net increase / (decrease)
$391,324
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    PARTY-IN-INTEREST · Direct $59.9K
  2. 2
    NONE · Direct $18.2K
  3. 3
    NONE · Direct $6.9K
  4. 4
    NONE · Direct $6.7K
  5. 5
    NONE · Direct $6.7K
  6. 6
    NONE · Direct $6.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612105207NAL0016458145001 cover?
It is the 2023 Form 5500 filing for Local Union No. 124 I. B. E. W Vacation And Holiday Trust Fund, reported by Ibew-124 Vacation And Holiday Trust (EIN 43-0909522).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages